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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,632 | $65,364-4.2% | $92,909-32.6% | $72,975-14.2% |
| Participation rate | 45.5% | 68.3%-22.9pp | 76.0%-30.6pp | 69.5%-24.0pp |
| Annual return | 24.84% | 42.11%-17.3pp | 109.44%-84.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,772 | $2,594-31.7% | $3,653-51.5% | $2,440-27.4% |
| Participant deferral / active EE | $4,083 | $3,128+30.5% | $4,238-3.7% | $3,608+13.2% |
| Admin fee / account holder | $604 | $4,251-85.8% | $5,795-89.6% | $5,124-88.2% |